Youdao
DAO
41 hedge funds and large institutions have $117M invested in Youdao in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 8 closing their positions.
123% more call options, than puts
Call options by funds: $473K | Put options by funds: $212K
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
17% more funds holding
Funds holding: 35 → 41 (+6)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0.05% less ownership
Funds ownership: 63.19% → 63.14% (-0.05%)
29% less capital invested
Capital invested by funds: $165M → $117M (-$48.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
+$2.2M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$2.07M |
| 3 |
Jane Street
New York
|
+$1.04M |
| 4 |
HF
HRT Financial
New York
|
+$902K |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFA
Krane Funds Advisors
New York
|
-$13.6M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$1.85M |
| 3 |
Goldman Sachs
New York
|
-$1.7M |
| 4 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$1.52M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$285K |
DAO Hedge Fund Activity: Q2 2022 in Review
41 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q2 2022, worth a combined $117M — down 29% from $165M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DAO positions and 8 closed out — a net gain of 6 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $2.2M. The largest seller was Krane Funds Advisors, exiting entirely with an estimated $13.6M sold.
- 41 institutional investors held Youdao (DAO) as of Q2 2022, up from 35 in Q1 2022.
- Funds reported $117M of Youdao stock for Q2 2022, down 29% quarter-over-quarter.
- 14 funds opened new Youdao positions in Q2 2022 and 8 closed out, a net change of +6 holders.
- The largest Youdao buyer in Q2 2022 was Schonfeld Strategic Advisors, an estimated $2.2M added.
- The largest Youdao seller in Q2 2022 was Krane Funds Advisors, an estimated $13.6M sold.
Based on aggregated 13F filings for Q2 2022.